I believe there should be a modern, fully integrated suite for accountants covering client management, bookkeeping, tax, accounts, CoSec and everything in between – built to work seamlessly in todays world with AI agents and external services.
But today you have two choices:
• Stitch together great point solutions that don’t truly talk to each other.
• Or buy into a suite that does a bit of everything — and locks you into its often mediocre in-house solutions for everything.
Neither is ideal.
We’re building something different.
Today, our Practice Management platform is live in public beta. It’s the foundation – the system of record – for a connected suite of applications we’re going to build over the coming months and years.
You won’t be forced into our bookkeeping.
You won’t be forced into our tax.
You won’t be forced into anything.
We’ll integrate properly with other systems — as we already do. And as we build more products, we want you to choose them because they’re better. Not because you’re trapped inside our ecosystem.
Each product we build, as well as being fully integrated with one central client record and one ledger, will also be the best it can be as a stand-alone solution. Standing on its own merits.
Which brings us back to today.
Even before the rest of the suite exists, our Practice Management platform stands on its own. It’s not a placeholder. It’s not a thin layer waiting for other modules. It’s a fully-fledged system designed to run your firm properly today – CRM, proposals, engagement letters, workflows, billing and more.
If you’d like to help shape what comes next, we’d love you to take a look – visit Sodium Practice Management
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